It was an exhilarating #SBAnnual25. To be amidst passionate SaaS/AI entrepreneurs and hearing them talk about their journey of building their startups was absolutely rewarding. We've seen SaaSBoomi grow multi-fold every year — more founders, more investors, and more ecosystem partners. We are proud to have been the title sponsor of this edition. And we're carrying a bag full of interesting takeaways: 🚀 AI has levelled the playing field: Indian AI-first companies are no longer being "fast-followers" of what's worked in the US. They're innovating all across the board – from infrastructure to AI ops to tooling. AI companies in India are at par and sometimes farther along than the US (e.g., multilingual voice AI). 🚀 AI companies are reaching inflection point faster: Rapid product development + nimble teams are helping companies take products to market faster, start monetization, and expand quicker than ever. Several companies we met are focusing on being multi-product (or multi-agent) from year one. 🚀 Profitable growth is a given: It was great to see so many entrepreneurs conscious about profitability across various stages of their journey. Conversations were laced with terms like ‘breaking even', 'conscious S&M spending', and 'EBITDA +ve since year 1'. 🚀 Attractiveness of India IPO market: Several conversations resulted in companies evaluating reverse-flip basis availability of capital and investor interest in India. We're bullish that Indian bourses will see a lot more India-to-global SaaS listings. 🚀 Excitement about vertical-specific AI and physical AI: We could see several companies building with a combination of AI toolkit + industry-specific workflows + proprietary data. Having supported the vertical SaaS era, Avataar continues to be excited about AI innovation in robotics, pharma/healthcare, manufacturing, and financial services. 🚀 Services' moment to shine: AI-enabled services (RCM, BPO, IT, Cybersecurity, and more) and services for AI (data readiness & agent building) are in vogue and have the potential to penetrate enterprises quickly and do so with higher margins and higher productivity. This will be an interesting area to watch and will perhaps lead to a new generation of services companies. Mohan Kumar Nishant Rao Anirudh Singh Ganesh Nayak Gulshan Dhanani Subhro Sengupta George Thangadurai Krushi Jain Ashutosh Gupta @Amit K. Dinky Sanghvi Spurthi Naidu
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